Patrick Cohen is a financial advisor at LPL Financial in Omaha, NE, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial, he worked at OmniTRAX, Inc. and Sedgwick. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

Julie Nelson is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and is based in Omaha, NE. Nelson is an owner of The Olson Group and serves as secretary on the board of the Nebraska Health Care Association Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs both proprietary and third-party strategies to tailor investment solutions to client objectives.

Stephanie Danks is a financial advisor at Ameriprise in Omaha, NE, with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory work, she serves on the Board of Directors for Omaha1861 and works occasionally as a delivery driver. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Debra Alvarado is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Ameriprise since 2019, following seven years at Wells Fargo Advisors and three years at Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and provides a range of advisory, brokerage, and insurance solutions.

Garrett Frost is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Geiseman is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is also a certified yoga instructor and teaches yoga classes in Bennington, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Matthew Wise is a financial advisor with Wells Fargo Clearing in Omaha, NE. He holds Series 66 and Series 65 designations and has 19 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at PNC Investments from 2014 to 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anahy Hernandez Duran is a financial advisor with Wells Fargo Clearing in Omaha, NE. She holds Series 63 and Series 65 licenses and joined Wells Fargo Bank, N.A. in 2022 after several years of experience in retail and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a team of over 14,000 advisors.

Alexander Ritter is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird since 2015. Outside of his advisory role, Ritter serves as an organist for Countryside Community Church in Omaha, Nebraska. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts, overlay services, and both traditional and non-traditional investment approaches.

Michelle Gochanour is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she assists with bookkeeping for two family-owned businesses involved in floor covering installation and concrete services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional custody, underwriting, and capital markets services.

Marcus Smith is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Huseth Jr. is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals.

Francis Manhart is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, and has one year of industry experience. His prior work includes roles outside the financial industry, such as positions in education and various service-related businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Robert Forrest is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. His prior roles include positions at RBC Capital Markets and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in property management as a sole proprietor in Omaha and Lincoln, Nebraska. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and models.

Andrew Wight is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Bank, First National Bank of Omaha, and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its diversified investment approach.

Grady Bishop III is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 registration and has worked at UBS since 2018, following prior roles at Wells Fargo affiliates from 2006 to 2018. Outside of his advisory work, Bishop owns and operates a baseball card business and participates in community leadership discussions through the Banister Leadership Academy. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brent Kelley is a financial advisor at Ameriprise Financial Services LLC with 11 years of industry experience. He previously worked at Edward Jones for nine years and Bank of the West for two years. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vesta Pudenz is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in their financial decision-making.

Kady Simons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a referee for high school volleyball through the Nebraska State Activity Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Robert Holzapfel is a financial advisor with Edward Jones in Omaha, NE, holding a Series 66 designation. He began his financial services career with Edward Jones in 2026. Prior to joining the firm, he worked in medical staffing and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.